EWA
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Evolution Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Evolution Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Buy
27,140
+4,131
+18% +$322K 0.25% 48
2026
Q1 		$1.8M Buy
23,009
+6,360
+38% +$501K 0.18% 51
2025
Q4 		$1.31M Buy
16,649
+3,005
+22% +$237K 0.13% 63
2025
Q3 		$1.08M Buy
13,644
+1,395
+11% +$110K 0.14% 72
2025
Q2 		$964K Buy
12,249
+690
+6% +$53.9K 0.14% 74
2025
Q1 		$905K Buy
11,559
+2,029
+21% +$158K 0.15% 65
2024
Q4 		$736K Sell
9,530
-98
-1% -$7.61K 0.12% 74
2024
Q3 		$758K Buy
9,628
+795
+9% +$61.9K 0.14% 67
2024
Q2 		$678K Buy
8,833
+189
+2% +$14.4K 0.13% 71
2024
Q1 		$663K Buy
8,644
+927
+12% +$71.1K 0.13% 68
2023
Q4 		$594K Buy
7,717
+405
+6% +$30.7K 0.12% 71
2023
Q3 		$550K Sell
7,312
-27
-0.4% -$2.04K 0.12% 69
2023
Q2 		$555K Buy
7,339
+600
+9% +$45.7K 0.12% 68
2023
Q1 		$515K Sell
6,739
-110
-2% -$8.34K 0.12% 68
2022
Q4 		$516K Buy
6,849
+50
+0.7% +$3.75K 0.13% 70
2022
Q3 		$509K Sell
6,799
-285
-4% -$21.8K 0.14% 64
2022
Q2 		$544K Buy
7,084
+565
+9% +$43.5K 0.14% 69
2022
Q1 		$508K Buy
6,519
+1,045
+19% +$83K 0.1% 73
2021
Q4 		$442K Hold
5,474
– – 0.07% 80
2021
Q3 		$449K Buy
5,474
+545
+11% +$44.8K 0.1% 66
2021
Q2 		$405K Sell
4,929
-37,379
-88% -$3.07M 0.08% 74
2021
Q1 		$3.48M Sell
42,308
-24,551
-37% -$2.03M 0.78% 32
2020
Q4 		$5.54M Buy
66,859
+2,860
+4% +$237K 1.25% 24
2020
Q3 		$5.32M Sell
63,999
-72,965
-53% -$6.06M 1.45% 22
2020
Q2 		$11.4M Buy
136,964
+58,313
+74% +$4.82M 3.73% 9
2020
Q1 		$6.46M Sell
78,651
-195
-0.2% -$15.8K 2.61% 13
2019
Q4 		$6.36M Buy
78,846
+664
+0.8% +$53.6K 1.59% 18
2019
Q3 		$6.32M Buy
+78,182
New +$6.31M 3.01% 9
2019
Q2 		– Sell
-72,217
Closed -$5.75M – 467
2019
Q1 		$5.75M Sell
72,217
-29,953
-29% -$2.36M 2.64% 14
2018
Q4 		$8.03M Buy
+102,170
New +$7.97M 3.66% 6

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Advisors's BSV Position: Q2 2026 in Review

Evolution Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q2 2026, buying an estimated $322K and bringing the position to 27,140 shares worth $2.11M. The position accounts for 0.25% of the portfolio, ranked #48.

Evolution Wealth Advisors first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.4M in Q2 2020. 1,355 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Evolution Wealth Advisors held 27,140 shares of Vanguard Short-Term Bond ETF worth $2.11M as of Q2 2026.
  • Evolution Wealth Advisors bought 4,131 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $322K.
  • Vanguard Short-Term Bond ETF made up 0.25% of Evolution Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Evolution Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $11.4M in Q2 2020.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.